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Training Course Outline

IT Vendor Courses   Microsoft Dynamics Training Courses

M8631: Trade & Logistics II in Microsoft Dynamics AX 4.0

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Course Duration: 2 days

Course Code: M8631

Course Description:

The two-day Microsoft Dynamics AX 4.0 Trade & Logistics, Series 2, course introduces advanced Trade & Logistics functionality in Dynamics AX 4.0, Series 2 builds on information taught in Series 1 that serves as an introduction to Microsoft Dynamics AX 4.0 Trade & Logistics functionality. Series 2 covers Item Registration, Item Reservations and Marking, Item Returns, Customer and Vendor Trade Agreements, Inventory Closing, Inventory Journals, Transfer Orders and Commissions.

 

Audience

This course is for customers wishing to learn more advanced features and functions offered in Microsoft Dynamics AX 4.0 Trade & Logistics. This course is intended to follow Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1.

The class is targeted toward sales and purchase managers, salespeople, purchasers, and others in an organization who are responsible for the setup and administration of trade and logistics, and inventory management functionality.

 

After completing this course, students will be able to:

 

- Understand the role of item registration during the pick process
- Register serialized and batch inventory
- Reverse and split a pick
- Edit Item dimensions during picking
- Manually reserve inventory
- Set up automatic and explosion inventory reservation
- Query, cancel, or change a reservation
- Use the Marking functionality to link item issues to receipts
- Create Vendor returns
- Create Return actions
- Create Customer credit notes
- Set up, activate, and modify Customer and Vendor trade agreements
- Understand Customer and Vendor Price/Discount groups
- Set up and use Supplementary items
- Understand the issues involved in inventory costing
- Identify different inventory models and the effects these have on inventory valuation
- Close inventory and perform inventory recalculations
- Perform manual adjustments to transactions and on hand
- Use inventory costing and adjustment reports
- Understand the use of journals to make inventory adjustments
- Understand how to use the Counting journal to support and adjust physical inventory counts
- Use Tag Counting to count physical inventory
- Create a transfer order
- Use Release Transfer Order Picking to pick inventory for transfer orders
- Ship and receive transfer orders
- Set up sale commission based on percentage of revenue or contribution margin
- Understand and view commission transactions created during Invoice updating a Sales order

Prerequisites:

Before attending this course, students must have:

- General knowledge of Microsoft Windows
- The ability to use Microsoft Dynamics AX 4.0 for basic processing
- Completed Microsoft Dynamics AX 4.0 Trade & Logistics, Series 1

In addition, it is recommended, but not required, that students have:

- Knowledge of trade and logistics
- Knowledge of inventory management concepts

Prerequisite courses:

M8625: Trade & Logistics I in Microsoft Dynamics AX 4.0

Relevant Certifications:

Microsoft Certified Business Management Solutions Specialist: For Dynamics AX

Microsoft Certified Business Management Solutions Professional: For Dynamics AX

 

Location	Duration	RRP	May	Jun	Jul	Aug	Sep	Oct
Click on course date to make a booking, check availability, or find out about available discounts.
London (Mid)	2 days	£650				11 - 12
London (Ros)	2 days	£650	22 - 23

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